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Strategies & Market Trends : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Robert Graham who wrote (7481)	4/6/1998 12:12:00 AM
From: carolyn walder	Read Replies (1) \| Respond to of 42787

Robert - I think that the problem with WIND right now is MSFT. On Thursday (I believe) an industry mag article indicated that MSFT would announce the availability of REAL hard time for Windows CE at the Windows Developers conference next week. INTS (WIND's major competitor and formerly the biggest RTOS player - now WIND is) mentioned a teaming with MSFT on their quarterly conference call and seemed very excited about it. INTS also issued a press release that mentioned a MSFT partnership. Apparently, MSFT is pimping INTS's RTOS (psOS) as their (at least temporary) solution to the problem that Windows CE is NOT a RTOS. I think that many are jumping ship because Billy boy is finally making a real push into the embedded space. For reasons that I won't get into here (read all about it on the WIND thread), many are confident that the bulk of WIND's market will remain intact, and that MSFT's entrance will bring the embedded space into the radar screen of many more analysts. However, I expect that MSFT will formally announce on Monday and (I predict) that WIND's stock will be very volatile with real downside pressure. I would also expect INTS to go up. However, I would have expected a much bigger volume on INTS the last 2 days and corresponding upward price movement, but it didn't happen. We shall see how it all plays out tomorrow. Carolyn